Stock analysis · Bull Rankings model

PATH analysis

UiPath, Inc.Software - Infrastructure. Scored on the same transparent 7-signal model behind the daily rankings.

PATH
UiPath, Inc. · Software - Infrastructure
FCF$375mC
Rev+12.7%B+
D/E0.04A-
P/E20.1xB+
PEG0.43A
76.5Score
$12.09$6.3B
1Y Target$13.25Analyst consensus · 16 analysts
5Y Target$16.73Compound horizon
10Y Target$21.45Long-dated conviction
FCF$375mTTM
C
FCF $375m — modest; watch for margin expansion
Rev+12.7%TTM YoY
B+
Revenue +12.7% — above sector median, healthy trajectory
D/E0.04
A-
D/E 0.04 — less debt than most Technology peers (≈25th pctile)
P/E20.1x
B+
P/E 20.1 — below the Technology median (≈40th pctile)
PEG0.43
A
PEG 0.43 — exceptional; paying well under fair value for growth

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 76.5
Quality0.66
Growth0.92
Value0.74
Why this score
  • Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week low
39% off the 12-month high
vs DCF fair value16% belowest. fair value ~$14
Quality signals · context only
Gross profitability48% · A-gross profit ÷ total assets (Novy-Marx)
ROIC4.2% · C+return on invested capital — not score-weighted
Why now
Software - Infrastructure · market cap $6.3b. Down 39% from 52-week high of $19.84 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.43 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $13.25 (implying +10% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon
1-3 yr $13.25 (16-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $16.73 at ~7% CAGR — dividend + buyback compounding. 10 yr $21.45 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Trend
-0.7 over 14 daily scores
From 77.2 (Jun 22) → 76.5 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
165
Position size
$1,995
4.0% of portfolio
Stop price
$9.07
25% below $12.09
$ at risk if stopped
$498.71
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

UiPath, Inc. (PATH): score, valuation & FAQ

UiPath, Inc. (PATH) is a Software - Infrastructure company that scores 76.5 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are PEG (A), D/E (A-) and Rev (B+). On valuation, PATH sits about 16% below our discounted-cash-flow fair value (a margin of safety).

Is PATH a good stock to buy?

Bull Rankings scores PATH 76.5 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by PEG (A), D/E (A-) and Rev (B+). A score is a quantitative screen of UiPath, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does PATH score 76.5 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). PATH earns its highest marks on PEG (A), D/E (A-) and Rev (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is PATH overvalued or undervalued?

Based on $12.09, PATH sits about 16% below our discounted-cash-flow fair value (a margin of safety). It trades at a 20.1x× P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in PATH?

Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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